AWMNH
Arcadia Wealth Management (New Hampshire)’s Vanguard Small-Cap ETF VB Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $6.28M | Buy |
26,487
+2,650
| +11% | +$628K | 2.74% | 11 |
|
2025
Q1 | $5.29M | Sell |
23,837
-1,150
| -5% | -$255K | 2.61% | 11 |
|
2024
Q4 | $6M | Buy |
24,987
+1,012
| +4% | +$243K | 3.04% | 10 |
|
2024
Q3 | $5.69M | Buy |
23,975
+1,550
| +7% | +$368K | 2.99% | 9 |
|
2024
Q2 | $4.89M | Buy |
22,425
+2,240
| +11% | +$488K | 2.79% | 10 |
|
2024
Q1 | $4.61M | Buy |
20,185
+1,397
| +7% | +$319K | 2.84% | 10 |
|
2023
Q4 | $4.01M | Buy |
18,788
+1,135
| +6% | +$242K | 2.78% | 10 |
|
2023
Q3 | $3.34M | Buy |
17,653
+1,018
| +6% | +$192K | 2.6% | 11 |
|
2023
Q2 | $3.31M | Buy |
+16,635
| New | +$3.31M | 2.44% | 12 |
|